The Core Report #801 Why Markets Are Seeing A Shift In Temperatures
On Episode 801 of The Core Report, financial journalist Govindraj Ethiraj talks to Chokkalingam G, Founder of Equinomics Research Pvt Ltd. We also feature an excerpt from Nandan Nilekani’s recent presentation at Infosys AI Day.
SHOW NOTES
(00:00) The Take
(04:50) Brokerages take note of earnings, recent developments to turn optimistic on markets.
(07:17) Why markets are seeing a shift in temperatures
(13:32) Infosys bowls a Googly with Anthropic tie-up, argues for importance of IT Services businesses.
(24:34) India is looking at $200 billion AI investments.
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